SMSF Advice
Total control with specialised ethical oversight
Taking a hands-on approach to your retirement does not mean you have to do the heavy lifting alone. You can access the specialised tools and advisory support required to manage a high-performance, value-aligned fund.
Ethical Portfolio Construction
Access a disciplined investment framework that filters out industries, e.g., fossil fuels, gambling, and tobacco, focusing instead on companies leading the way in sustainability.
Specialised ESG Research
Benefit from deep-dive analysis into the environmental, social, and governance (ESG) performance of your holdings, providing total transparency over your fund's impact.
Compliance and Reporting
Navigate the complex regulatory landscape of SMSFs with confidence, ensuring your ethical strategy never compromises your standing with the ATO or your long-term security.
Investment Policy Development
Document a clear investment strategy that satisfies legal requirements while reflecting your specific divestment goals.
Our team is ready to help when you are. Simply click the button below to book a discovery call to learn more.
Institutional depth for personal control
The individual stock exclusion
We undertake the heavy lifting in identifying and filtering out activities that do not align with responsible investment principles, while working closely with you to ensure your portfolio reflects your individual values and preferences.
Research-backed certainty
Your fund is powered by a structural advantage that combines an in-house investment analyst with the independent expertise of a powerful asset consultancy.
Historical authority
Partner with a firm that helped build the industry’s two main pioneers in ethical investing, ensuring your strategy is grounded in decades of credible practice.
Reduced administrative burden
Offload the complex task of monitoring and vetting assets to a technical team, giving you the data needed to make informed decisions without spending hours on research.
FAQ
Ethical investing does not require you to compromise on performance. While there may be periods where ethical or ESG-focused investments perform differently from broader markets, particularly where certain sectors (such as fossil fuels) are excluded, over the longer term companies that operate responsibly are often better positioned to generate more defensible earnings, supported by stronger governance, improved risk management, and an ability to adapt to evolving environmental and social challenges—ultimately aligning with a more sustainable future.